Lisa M.’s Favorite Things About Breakwater + More

Can you quickly describe yourself?

Life has a funny way of starting new chapters. After an intense career, post graduating from Villanova University, where I worked in public accounting as a CPA then transitioned to JP Morgan (pre banking merger time) serving as Controller for various subsidiaries located in Delaware and across the US, it was time to take a break and focus on family. My husband Dan and I have been blessed with 3 awesome children (who, I can now say proudly, are adults), Meghan, Dan Jr and Claire and a very large, furry Goldendoodle, Cooper.   During my work hiatus, I had the pleasure of getting to know Lee and her husband locally here in Wilmington, DE. She was the talk of the town when she started breakwater and I knew she was onto something so critical for many of the Delaware small businesses and non profits and that this was a chance for me to help out. And so, my post retirement career began at breakwater over 7 years ago.  

When I am not crunching numbers, either professionally or personally,  I definitely enjoy walking and catching up with a variety of friends, a competitive game of family pickleball, and an invitation every now and then to join my husband on the golf course (my game definitely needs alot of work, but I do hit them straight!). I am also at the stage in life where I really treasure those moments when our family is together (can be hard to coordinate with 3 kids in 3 different cities) and caring for my parents.

Your favorite part of working for Breakwater?

There is never a dull moment at breakwater. Our wide variety of non profit and for profit clients allows me to serve  businesses ranging from self owned local establishments to fascinating startups to entities engaged in making a difference in society. No matter what the business, they all have one thing in common, they trust and value the breakwater partnership to steer them through the challenges and rewards of running a business. These valued client relationships , the great breakwater colleagues I work with all over the US, as well as the breakwater’s commitment to integrating new technology, not only keeps this old brain sharp but more importantly has connected me with some really terrific people!

What is a Breakwater memory that always makes you smile?

What other firm is creative enough to organize ” Pandemic Parking Lot Happy Hours” and Valentine’s Day gifts that arrive at your home before your husband even remembers it is a holiday! So fun!

Hello Kristine, A Breakwater Vet With The Pics To Prove It!

I graduated from Elon College (now Elon University) with a degree in Elementary Education. I was a fourth grade teacher for three years in North Carolina. When I moved to Delaware with my husband, I had a career change and worked with an investment management company for 15 years until I joined Breakwater at the beginning in 2015. I’m married with three sons. I’m a typical suburban mom that enjoys going out to dinner (with and without the boys) and gardening.

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Meet Suzanne, the longest standing Breakwater lady has some inside info and tips and tricks of mastering life at Breakwater!

It’s hard to believe that I am coming up on 7 years with breakwater. To have been with the company from the very beginning and to see where we are now has been a remarkable journey.  From 4 people to 47; from a small, 3rd floor office (sometimes with no heat or AC) to a big beautiful space with real furniture in the conference rooms (RIP Lee’s grandmother’s dining room table and chairs) and from a list of clients that could all fit on a single wipe board to well, where we are now! And even more surprising is that I still have most of the same clients that I’ve had from very early on. My non-profits do amazing work and I am honored to be a part of helping them to succeed. I am continually inspired by our culture of helping and supporting each other so in that spirit, I’m passing along some insights 🙂

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Lee Podolsky and what 2022 means for Breakwater!

What 2022 Means for Breakwater

Hello 2022! We are ready for you.

We are all coming out stronger from two years of a global pandemic and having learned (albeit being forced to learn) to always be ready to pivot and to not be surprised when mind blowing obstacles come our way. Bring it on.

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New Year, New Books!

As we jump into a new year, it may be a good time to not only examine your personal health but also your business’.  In doing this, it would be a good time to do a review of current accounting processes and procedures in place for any toning needed for the new year. We have compiled a list of best practices Breakwater lives by to implement as part of your business’ New Year’s resolution. 

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Your financial statements are trying to tell you something! Do you speak their language?

I grew up in Quebec so my first language is French. (You might not know that since I have no accent at all.) Though we’ve been married more than 15 years, my husband still doesn’t understand what I’m saying when I speak French to our boys (even when we’re talking about him). He’s missing out on a lot of very interesting information!

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